Mischa Trivellin

- Pro-actively provide front-units with market opportunities, propose related solutions, initiate activities and monitor implementation - Deliver and improve after-sales for relevant solutions via most efficient communication channel - Co-ordinate product partners, suggest activities inline with market requirements and ensure product partners support markets in sales and after-sales related activities through efficient market interaction

- initiate, implement and monitor sales initiatives in co-ordination with product specialists - support client facing employees to reach their financial goals - support market head to develop strategic plan to sustain client satisfaction and revenues

- advice wealthy individuals with respect to financial and succession needs

- support WM Client Advisor with administrative tasks, preparation of client meetings and analysis of client portfolios and investment recommendations

- Advice Swiss clients with wealth > 250'000 CHF to manage assets, optimize taxes and plan family succession

- Support Client Advisor in administrative tasks, prepare client meetings and deputize him in standard advising tasks. analyse portfolios and support development of client relationship

- working as cashier in various GKB locations - working as lending consultant (evaluating mortgage requests, loan requests etc.) - working in security department (handling security transfers, account transfers etc.)